United Capital Financial Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
7,500
| – | – | ﹤0.01% | 885 |
|
|
2025
Q1 | $341K | Hold |
7,500
| – | – | ﹤0.01% | 844 |
|
|
2024
Q4 | $320K | Hold |
7,500
| – | – | ﹤0.01% | 854 |
|
|
2024
Q3 | $331K | Hold |
7,500
| – | – | ﹤0.01% | 842 |
|
|
2024
Q2 | $330K | Hold |
7,500
| – | – | ﹤0.01% | 808 |
|
|
2024
Q1 | $337K | Hold |
7,500
| – | – | ﹤0.01% | 840 |
|
|
2023
Q4 | $305K | Hold |
7,500
| – | – | ﹤0.01% | 857 |
|
|
2023
Q3 | $312K | Hold |
7,500
| – | – | ﹤0.01% | 720 |
|
|
2023
Q2 | $291K | Buy |
+7,500
| New | +$291K | ﹤0.01% | 776 |
|
|
2016
Q1 | – | Sell |
-10,022
| Closed | -$282K | – | 1238 |
|
|
2015
Q4 | $282K | Sell |
10,022
-3,013
| -23% | -$84.8K | ﹤0.01% | 1038 |
|
|
2015
Q3 | $379K | Sell |
13,035
-4,732
| -27% | -$138K | ﹤0.01% | 984 |
|
|
2015
Q2 | $645K | Sell |
17,767
-8,688
| -33% | -$315K | 0.01% | 832 |
|
|
2015
Q1 | $1.07M | Sell |
26,455
-7,631
| -22% | -$308K | 0.01% | 706 |
|
|
2014
Q4 | $1.31M | Sell |
34,086
-9,020
| -21% | -$346K | 0.02% | 581 |
|
|
2014
Q3 | $1.93M | Buy |
43,106
+2,277
| +6% | +$102K | 0.03% | 444 |
|
|
2014
Q2 | $2.04M | Sell |
40,829
-17,795
| -30% | -$889K | 0.04% | 412 |
|
|
2014
Q1 | $2.6M | Buy |
58,624
+27,112
| +86% | +$1.2M | 0.06% | 314 |
|
|
2013
Q4 | $1.37M | Buy |
31,512
+9,660
| +44% | +$419K | 0.05% | 293 |
|
|
2013
Q3 | $906K | Buy |
21,852
+495
| +2% | +$20.5K | 0.03% | 356 |
|
|
2013
Q2 | $817K | Buy |
+21,357
| New | +$817K | 0.02% | 435 |
|